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Fi3 Financial Advisors’s Lockheed Martin LMT Stock Holding History

Fi3 Financial Advisors’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$491K Sell
945
-42
-4% -$22.7K 0.12% 101
2026
Q1 		$597K Buy
987
+239
+32% +$147K 0.17% 64
2025
Q4 		$362K Buy
+748
New +$358K 0.11% 107
2025
Q3 		– Sell
-446
Closed -$207K – 175
2025
Q2 		$207K Buy
+446
New +$209K 0.07% 160

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fi3 Financial Advisors's LMT Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Lockheed Martin (LMT) stake by 4.3% in Q2 2026, selling an estimated $22.7K and leaving 945 shares worth $491K. The position accounts for 0.12% of the portfolio, ranked #101.

Fi3 Financial Advisors first reported a position in LMT in Q2 2025 and has held it in 4 quarters since. The position peaked at $597K in Q1 2026. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Fi3 Financial Advisors held 945 shares of Lockheed Martin worth $491K as of Q2 2026.
  • Fi3 Financial Advisors sold 42 Lockheed Martin shares in Q2 2026, an estimated $22.7K.
  • Lockheed Martin made up 0.12% of Fi3 Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • Fi3 Financial Advisors first reported a position in Lockheed Martin in Q2 2025 and has held it in 4 quarters since.
  • Fi3 Financial Advisors's Lockheed Martin position peaked at $597K in Q1 2026.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.